See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,268 | $112,881+1.2% | $90,951+25.6% | $158,922-28.1% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 9.92% | 215.79%-205.9pp | 134.60%-124.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $748 | $2,893-74.1% | $2,122-64.7% | $4,761-84.3% |
| Participant deferral / active EE | $1,894 | $4,128-54.1% | $3,373-43.8% | $5,982-68.3% |
| Admin fee / account holder | $6,658 | $8,041-17.2% | $5,959+11.7% | $11,246-40.8% |